Brown Forman Corp
BF.B- Exchange
- NYSE
- Industry
- Beverages
- SEC CIK
- 0000014693
No open-market purchases or sales by Brown Forman Corp insiders were filed in the last 90 days; 597 institutions reported holding it in 13F filings for Q2 2026, worth $5.31B in total; 4 superinvestors hold it, including Lindsell Train and Gardner Russo & Quinn.
Other share classesBF.A
13F holders, Q2 2023
Institutional positions in Brown Forman Corp as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 656
- −5 vs. Q1 2023
- Shares held
- 157.2M
- +4.09M (+2.7%) vs. Q1 2023
- Total value
- $10.5B
- +$646.1M (+6.6%) vs. Q1 2023
- New holders
- 53
- 224 more added
- Sold out
- 58
- 229 more reduced
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BF.B on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 597 | $5.31B |
| Q1 2026 | 582 | $5.35B |
| Q4 2025 | 643 | $5.72B |
| Q3 2025 | 628 | $5.82B |
| Q2 2025 | 641 | $5.31B |
| Q1 2025 | 644 | $6.73B |
| Q4 2024 | 639 | $7.02B |
| Q3 2024 | 615 | $9.19B |
| Q2 2024 | 588 | $7.50B |
| Q1 2024 | 615 | $8.39B |
| Q4 2023 | 617 | $9.11B |
| Q3 2023 | 624 | $9.20B |
| Q2 2023 | 656 | $10.5B |
| Q1 2023 | 661 | $9.84B |
| Q4 2022 | 679 | $10.0B |
| Q3 2022 | 664 | $10.1B |
| Q2 2022 | 662 | $10.5B |
| Q1 2022 | 659 | $10.1B |
| Q4 2021 | 655 | $11.0B |
| Q3 2021 | 614 | $10.2B |
| Q2 2021 | 634 | $11.3B |
| Q1 2021 | 640 | $10.3B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Brown Forman Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rhumbline Advisers | 451,668 | $30.2M | 0.03% | +34,854+8.4% | Added |
| Barclays PLC | 459,891 | $30.7M | 0.02% | −184,881−28.7% | Reduced |
| California State Teachers Retirement System | 461,303 | $30.8M | 0.04% | −8,127−1.7% | Reduced |
| Credit Suisse AG | 462,591 | $30.9M | 0.03% | −498,697−51.9% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 474,187 | $31.7M | 0.38% | 00.0% | Unchanged |
| UBS Group AG | 495,624 | $33.1M | 0.01% | +133,309+36.8% | Added |
| Deutsche Bank AG | 507,556 | $33.9M | 0.02% | −10,684−2.1% | Reduced |
| Principal Financial Group Inc | 517,530 | $34.6M | 0.02% | −16,531−3.1% | Reduced |
| New York State Common Retirement Fund | 518,172 | $34.6M | 0.04% | +100,274+24.0% | Added |
| HSBC Holdings PLC | 537,751 | $35.9M | 0.04% | +40,738+8.2% | Added |
| Price T Rowe Associates Inc | 539,502 | $36.0M | 0.01% | −7,795−1.4% | Reduced |
| KBC Group NV | 550,701 | $36.8M | 0.15% | +250,734+83.6% | Added |
| Glenview Trust Co | 585,742 | $37.6M | 1.03% | 00.0% | Unchanged |
| Pictet Asset Management SA | 574,517 | $38.4M | 0.05% | +229,123+66.3% | Added |
| Tandem Investment Advisors, Inc. | 608,658 | $40.6M | 1.79% | +36,932+6.5% | Added |
| First Trust Advisors LP | 617,877 | $41.3M | 0.05% | −2,680,351−81.3% | Reduced |
| Bridgewater Associates, LP | 646,997 | $43.2M | 0.27% | −55,610−7.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 704,566 | $47.1M | 0.04% | −193,172−21.5% | Reduced |
| Jane Street Group, LLC | 741,778 | $49.5M | 0.07% | +683,735+1,178.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 742,596 | $49.6M | 0.14% | −10,330−1.4% | Reduced |
| Bank of America Corp | 765,019 | $51.1M | 0.01% | −311,736−29.0% | Reduced |
| Baird Financial Group, Inc. | 784,201 | $52.4M | 0.14% | +437,368+126.1% | Added |
| Bessemer Group Inc | 858,564 | $57.3M | 0.12% | +507+0.1% | Added |
| Point72 Asset Management, L.P. | 880,656 | $58.8M | 0.20% | +159,856+22.2% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 967,024 | $64.6M | 0.64% | −24,696−2.5% | Reduced |
| Candlestick Capital Management LP | 975,000 | $65.1M | 2.20% | −400,000−29.1% | Reduced |
| APG Asset Management N.V. | 1,104,561 | $67.6M | 0.14% | −17,475−1.6% | Reduced |
| The PNC Financial Services Group, Inc. | 1,031,719 | $68.9M | 0.06% | −1,252−0.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,046,200 | $69.9M | 1.67% | +3,477+0.3% | Added |
| Wellington Management Group LLP | 1,071,500 | $71.6M | 0.01% | +966,847+923.9% | Added |
| Swiss National Bank | 1,119,518 | $74.8M | 0.05% | −110,600−9.0% | Reduced |
| UBS Asset Management Americas Inc | 1,163,496 | $74.8M | 0.04% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 1,120,055 | $74.8M | 0.05% | +157,610+16.4% | Added |
| Charles Schwab Investment Management Inc | 1,154,683 | $77.1M | 0.02% | +3,316+0.3% | Added |
| Dimensional Fund Advisors LP | 1,160,828 | $77.5M | 0.02% | −5,298−0.5% | Reduced |
| JPMorgan Chase & Co | 1,281,583 | $85.6M | 0.01% | +571,774+80.6% | Added |
| London Co of Virginia | 1,366,652 | $91.3M | 0.52% | −91,693−6.3% | Reduced |
| Bank of New York Mellon Corp | 1,440,223 | $96.2M | 0.02% | −90,674−5.9% | Reduced |
| Goldman Sachs Group Inc | 1,508,153 | $100.7M | 0.03% | −39,058−2.5% | Reduced |
| Los Angeles Capital Management LLC | 1,631,104 | $108.9M | 0.44% | −343,092−17.4% | Reduced |
| Legal & General Group Plc | 1,909,707 | $127.5M | 0.04% | +47,337+2.5% | Added |
| Macquarie Group Ltd | 1,950,866 | $130.3M | 0.15% | +35,630+1.9% | Added |
| Norges Bank | 2,035,361 | $135.9M | 0.03% | +43,374+2.2% | Added |
| Northern Trust Corp | 2,101,192 | $140.3M | 0.03% | −170,076−7.5% | Reduced |
| Franklin Resources Inc | 2,180,051 | $145.6M | 0.07% | −26,497−1.2% | Reduced |
| Champlain Investment Partners, LLC | 2,364,465 | $157.9M | 0.97% | +2,364,465 | New |
| Morgan Stanley | 2,491,326 | $166.4M | 0.02% | −130,065−5.0% | Reduced |
| Wells Fargo & Company | 2,521,297 | $168.4M | 0.05% | +98,375+4.1% | Added |
| ProShare Advisors LLC | 2,692,266 | $179.8M | 0.52% | +131,474+5.1% | Added |
| Invesco Ltd. | 3,514,827 | $234.7M | 0.06% | +35,340+1.0% | Added |
| Geode Capital Management, LLC | 3,964,875 | $263.9M | 0.03% | −277,921−6.6% | Reduced |
| Fundsmith Investment Services Ltd. | 4,014,256 | $268.1M | 3.91% | 00.0% | Unchanged |
| State Street Corp | 10,663,068 | $714.2M | 0.04% | +94,210+0.9% | Added |
| Fundsmith LLPSuperinvestorFundsmith | 12,195,517 | $814.4M | 3.42% | −34,531−0.3% | Reduced |
| BlackRock Inc. | 15,461,581 | $1.03B | 0.03% | +90,772+0.6% | Added |
| Vanguard Group Inc | 26,985,664 | $1.80B | 0.04% | +4,681,105+21.0% | Added |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −131,597−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −47,946−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −40,801−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −34,837−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −28,130−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −27,121−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −24,468−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −20,472−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −20,441−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −18,273−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −16,320−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −15,931−100.0% | Sold out |
| Monumental Financial Group Inc. | 0 | $0 | 0.00% | −15,907−100.0% | Sold out |
| Knowledge Leaders Capital, LLC | 0 | $0 | 0.00% | −15,270−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,976−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −12,950−100.0% | Sold out |
| Roundview Capital LLC | 0 | $0 | 0.00% | −10,518−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −9,405−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −8,403−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −8,323−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −8,308−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −6,178−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,544−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −5,409−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −5,348−100.0% | Sold out |
| Haverford Trust Co | 0 | $0 | 0.00% | −4,751−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −4,267−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −4,046−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −3,998−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,980−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −3,606−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −3,518−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −3,232−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −3,231−100.0% | Sold out |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −3,131−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −2,086−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −2,013−100.0% | Sold out |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −1,562−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −1,245−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −1,195−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −892−100.0% | Sold out |
| Artemis Wealth Advisors, LLC | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −461−100.0% | Sold out |